Account Assistant

Triup, Inc.; Torrance (CA); On-site; USD 45,000 - 65,000; Full time

Job summary

A leading benefits management company in Torrance is seeking a detail-oriented individual to assist Account Representatives and provide administrative support. The ideal candidate will have a college degree, experience in office work, and advanced skills in Microsoft Office Suite. Proficiency in Japanese and English is required. This role involves multitasking in a fast-paced environment, maintaining client files, and assisting in various projects. A CA Life and Health License is required within three months from the start date.

Qualifications

• 1-3 years’ experience in office work and understanding of basic business.
• Obtaining CA Life and Health License within 3 months from the starting date is required.
• Proficiency in speaking, reading and writing in business level Japanese and English.

Responsibilities

• Assist Account Representative for day-to-day service for clients.
• Providing administrative support to Employee Benefit Manager.
• Organizing market research and analyzing feedback.

Skills

Microsoft Office Excel

Effective written and verbal communication

Data analysis and reporting

Education

College Degree or equivalent experience

Tools

Adobe Creative Cloud

Job description

Job Duties:

• Assist Account Representative for day-to-day service for clients including claims, billing eligibility, and service issues
• Assist renewal process, enrollments, terminations, and COBRA
• Providing administrative support to Employee Benefit Manager and Account Representatives
• Preparing, formatting, and editing a range of documents
• Creating and interpreting a variety of reports
• Organizing market research
• Analyzing questionnaires and other forms of feedback
• Having clear understanding of carrier’s product offerings and processes to maintain efficient workflow
• Follows broker policies and procedures including reviewing client policies, maintaining client filesEnsures accuracy of the Broker’s administration system, AMS360 in timely manner
• Assist implementation activities for new and existing clients
• Assists in completion and processing of applications
• Assist Account Representative schedules, prepares for and open enrollment meetings
• Collects forms/data/schedules for regulatory compliance
• General office duties
• Maintaining a marketing database
• Comfort with multi-tasking in a deadline-driven environment

Requirements/Preferences:

• Obtaining CA Life and Health License within 3 months from the starting date is required
• College Degree or equivalent experience
• 1-3 years’ experience in office work and understanding of basic business.
• Experience in Microsoft Office Excel, PowerPoint and Outlook
• Experience using computers for a variety of tasks
• Competency in Microsoft applications including Work, Excel, Outlook and aptitude to learn new system (Zywave, Employee Navigator, Applied Epic.)
• Effective written and verbal communication skills
• Experience with Adobe Creative Cloud (Adobe Photoshop, Adobe Premiere) a plus
• Proficiency in speaking, reading and writing in business level Japanese and English
• A high level of attention to detail
• Ability to work effectively within a team and independently
• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily
• Must be a team player willing to assist with projects and matters that arise.
• Must be responsible and productive both independently and with others.
• Must be creative, flexible, curious, and willing to try new things.
• Should be emotionally intelligent, forgiving, resilient, and solution oriented.

Technical Proficiency

• Advanced skills in Excel and strong proficiency with Microsoft Office Suite (Outlook, PowerPoint, Word, Adobe PDF).
• Strong data analysis and reporting capabilities, with proven ability to provide data-driven insights.

Personal Attributes

• Highly responsible, productive, and effective both independently and in team settings.
• Creative, flexible, and curious, with a willingness to try new approaches and solutions.
• Emotionally intelligent, resilient, solution-oriented, and able to maintain professionalism under pressure.

Travel Requirements

Travel Required: May travel within the U.S. for customer service such as enrollment meetings and strategy meetings